Today's speech by Lao Huang is highly anticipated by the market.
The focus of Jensen Huang's speech was the Blackwell chip, which is seen as NVIDIA's next major growth driver. This speech also tests the market's short-term sentiment and risk appetite for technology stocks. If NVIDIA's stock price falls or stagnates in the days following the speech, it could negatively impact market sentiment in January.
Futu Morning News | The Technology event CES is here today! Jensen Huang's keynote speech raises market expectations; Tencent and Contemporary Amperex Technology respond to being listed on the USA Department of Defense list: it is an error and they will w
Signals of Trump 2.0 removing regulations? The Vice Chairman in charge of financial regulation at the Federal Reserve will resign early after Trump's rise to power; Bitcoin returns to $100,000, and stocks related to Cryptos soar across the board; FuboTV's stock price skyrockets over 251%! It will collaborate with Disney to merge live television streaming services.
What happened? Global chip stocks have collectively surged, with NVIDIA and Taiwan Semiconductor both reaching new closing highs.
NVIDIA's intraday stock price has broken through $150 for the first time since last November, with semiconductor stocks in Asia, Europe, and the USA seeing a broad rise. The demand for AI stimulated Foxconn's revenue to reach a record high in the fourth quarter of last year, becoming the main driver for leading chip stocks. At the same time, Microsoft and OpenAI have both released bullish signals for AI demand, and the market is also looking forward to Jensen Huang's significant speech on Monday, which has boosted sentiment.
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ZJK Industrial Posts On X "$ZJK $NVDA BIG ANNOUNCEMENT IMMINENT! ZJK Is Proud to Partner With NVIDIA! #AIRevolution #CES2025"